Community West Bancshares
CWBC- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001127371
In the last 90 days, Community West Bancshares insiders filed 6 open-market purchases and 0 sales; 149 institutions reported holding it in 13F filings for Q2 2026, worth $426.0M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Community West Bancshares as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 96
- −3 vs. Q1 2025
- Shares held
- 9.78M
- +287.5K (+3.0%) vs. Q1 2025
- Total value
- $190.8M
- +$15.4M (+8.8%) vs. Q1 2025
- New holders
- 10
- 35 more added
- Sold out
- 13
- 31 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CWBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $426.0M |
| Q1 2026 | 127 | $260.1M |
| Q4 2025 | 111 | $229.3M |
| Q3 2025 | 100 | $209.6M |
| Q2 2025 | 96 | $190.8M |
| Q1 2025 | 100 | $175.9M |
| Q4 2024 | 91 | $182.9M |
| Q3 2024 | 84 | $181.9M |
| Q2 2024 | 79 | $169.7M |
| Q1 2024 | 40 | $83.7M |
| Q4 2023 | 35 | $52.0M |
| Q3 2023 | 29 | $34.7M |
| Q2 2023 | 29 | $32.3M |
| Q1 2023 | 27 | $31.9M |
| Q4 2022 | 28 | $36.8M |
| Q3 2022 | 26 | $32.8M |
| Q2 2022 | 28 | $34.3M |
| Q1 2022 | 27 | $33.8M |
| Q4 2021 | 26 | $30.2M |
| Q3 2021 | 23 | $27.9M |
| Q2 2021 | 22 | $28.1M |
| Q1 2021 | 22 | $26.5M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,573,924 | $30.7M | 6.02% | −221,642−12.3% | Reduced |
| BlackRock, Inc. | 1,472,427 | $28.7M | 0.00% | +354,637+31.7% | Added |
| Vanguard Group Inc | 951,049 | $18.6M | 0.00% | +18,378+2.0% | Added |
| Dimensional Fund Advisors LP | 768,796 | $15.0M | 0.00% | +49,413+6.9% | Added |
| Private Management Group Inc | 548,634 | $10.7M | 0.35% | −1,442−0.3% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $8.30M | 2.77% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 396,070 | $7.73M | 0.00% | −829−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 352,351 | $6.87M | 0.01% | −2,599−0.7% | Reduced |
| State Street Corp | 316,253 | $6.17M | 0.00% | +52,425+19.9% | Added |
| Systematic Financial Management LP | 308,375 | $6.02M | 0.16% | +5,940+2.0% | Added |
| Ameriprise Financial Inc | 301,256 | $5.88M | 0.00% | +550.0% | Added |
| Siena Capital Partners GP, LLC | 210,257 | $4.10M | 1.20% | 00.0% | Unchanged |
| FMR LLC | 196,756 | $3.84M | 0.00% | −16,495−7.7% | Reduced |
| Cutler Capital Management, LLC | 162,061 | $3.16M | 1.10% | 00.0% | Unchanged |
| Wellington Management Group LLP | 155,636 | $3.04M | 0.00% | +3,449+2.3% | Added |
| Northern Trust Corp | 148,091 | $2.89M | 0.00% | −3,949−2.6% | Reduced |
| American Century Companies Inc | 90,053 | $1.76M | 0.00% | −4,303−4.6% | Reduced |
| Citadel Advisors LLC | 75,253 | $1.47M | 0.00% | +24,019+46.9% | Added |
| Caldwell Sutter Capital, Inc. | 74,077 | $1.45M | 0.66% | 00.0% | Unchanged |
| Morgan Stanley | 67,906 | $1.32M | 0.00% | +26,784+65.1% | Added |
| Barclays PLC | 59,963 | $1.17M | 0.00% | +42,966+252.8% | Added |
| Renaissance Technologies LLC | 58,945 | $1.15M | 0.00% | +2,700+4.8% | Added |
| Marshall Wace, LLP | 55,451 | $1.08M | 0.00% | +36,499+192.6% | Added |
| Victory Capital Management Inc | 54,300 | $1.06M | 0.00% | −1,700−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 50,159 | $978.6K | 0.00% | +1,712+3.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 49,747 | $970.6K | 0.00% | +3,633+7.9% | Added |
| Bridgeway Capital Management, LLC | 46,701 | $911.1K | 0.02% | −31,579−40.3% | Reduced |
| Arbiter Partners Capital Management LLC | 43,864 | $855.8K | 0.76% | −6,875−13.5% | Reduced |
| Bank of New York Mellon Corp | 43,408 | $846.9K | 0.00% | +726+1.7% | Added |
| Goldman Sachs Group Inc | 38,070 | $742.7K | 0.00% | −9,520−20.0% | Reduced |
| First Manhattan Co | 34,358 | $670.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 32,651 | $637.0K | 0.00% | +21,599+195.4% | Added |
| Alliancebernstein L.P. | 31,180 | $608.3K | 0.00% | +5,041+19.3% | Added |
| Brinker Capital Investments, LLC | 28,321 | $552.5K | 0.00% | +1,111+4.1% | Added |
| Rhumbline Advisers | 25,850 | $504.3K | 0.00% | +8,173+46.2% | Added |
| Bridgewealth Advisory Group, LLC | 25,800 | $503.4K | 0.13% | +13,560+110.8% | Added |
| Mount Yale Investment Advisors, LLC | 25,458 | $496.7K | 0.04% | +10,961+75.6% | Added |
| HSBC Holdings PLC | 24,884 | $485.5K | 0.00% | +24,884 | New |
| Two Sigma Investments, LP | 24,205 | $472.2K | 0.00% | +1,139+4.9% | Added |
| Kestra Private Wealth Services, LLC | 24,117 | $470.5K | 0.01% | +108+0.4% | Added |
| Jane Street Group, LLC | 23,843 | $465.2K | 0.00% | −8,139−25.4% | Reduced |
| Nuveen, LLC | 23,297 | $454.5K | 0.00% | −7,965−25.5% | Reduced |
| Susquehanna International Group, LLP | 22,725 | $443.4K | 0.00% | −646−2.8% | Reduced |
| Boothbay Fund Management, LLC | 22,562 | $440.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 21,906 | $427.4K | 0.15% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,745 | $424.2K | 0.00% | +45+0.2% | Added |
| JPMorgan Chase & Co | 21,357 | $416.7K | 0.00% | +6,369+42.5% | Added |
| Wells Fargo & Company | 19,568 | $381.8K | 0.00% | +5,408+38.2% | Added |
| Invesco Ltd. | 19,471 | $379.9K | 0.00% | −772−3.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 19,168 | $374.0K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,764 | $307.6K | 0.00% | +15,764 | New |
| Black Maple Capital Management LP | 13,415 | $261.7K | 0.18% | +13,415 | New |
| AQR Capital Management LLC | 13,133 | $256.2K | 0.00% | +13,133 | New |
| Deutsche Bank AG | 12,685 | $247.5K | 0.00% | −4,212−24.9% | Reduced |
| First Trust Advisors LP | 12,165 | $237.3K | 0.00% | +794+7.0% | Added |
| Royal Bank of Canada | 11,413 | $222.0K | 0.00% | −612−5.1% | Reduced |
| Sharper & Granite LLC | 10,362 | $215.6K | 0.08% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,878 | $212.2K | 0.00% | −461−4.1% | Reduced |
| Channel Wealth LLC | 10,761 | $209.9K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,175 | $179.0K | 0.00% | −1,013−9.9% | Reduced |
| MetLife Investment Management | 9,107 | $177.7K | 0.00% | −115−1.2% | Reduced |
| UBS Group AG | 7,604 | $148.4K | 0.00% | −2,902−27.6% | Reduced |
| Citigroup Inc | 7,297 | $142.4K | 0.00% | −6,013−45.2% | Reduced |
| Allworth Financial LP | 7,029 | $137.1K | 0.00% | +14+0.2% | Added |
| New York State Common Retirement Fund | 6,033 | $117.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,705 | $91.8K | 0.00% | −13,925−74.7% | Reduced |
| BFSG, LLC | 4,092 | $79.8K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,405 | $66.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,237 | $63.2K | 0.00% | +1,393+75.5% | Added |
| US Bancorp | 2,906 | $56.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,532 | $49.4K | 0.00% | −33−1.3% | Reduced |
| Raymond James Financial Inc | 2,366 | $46.2K | 0.00% | +2,366 | New |
| Legal & General Group Plc | 1,528 | $29.8K | 0.00% | +65+4.4% | Added |
| Ameritas Investment Partners, Inc. | 1,475 | $28.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,297 | $25.3K | 0.00% | −79−5.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,200 | $23.4K | 0.00% | −58−4.6% | Reduced |
| CWM, LLC | 896 | $17.0K | 0.00% | +648+261.3% | Added |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 377 | $7.36K | 0.00% | +85+29.1% | Added |
| Advisor Group Holdings, Inc. | 364 | $7.10K | 0.00% | +334+1,113.3% | Added |
| Salem Investment Counselors Inc | 300 | $5.85K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 274 | $5.35K | 0.00% | −564−67.3% | Reduced |
| North Star Investment Management Corp. | 150 | $2.93K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 116 | $2.23K | 0.00% | +116 | New |
| Harbor Capital Advisors, Inc. | 124 | $2.00K | 0.00% | +52+72.2% | Added |
| IFP Advisors, Inc | 55 | $1.11K | 0.00% | +55 | New |
| GAMMA Investing LLC | 47 | $917 | 0.00% | −21−30.9% | Reduced |
| Comerica Bank | 47 | $917 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $507 | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 23 | $449 | 0.00% | −76−76.8% | Reduced |
| Clearstead Advisors, LLC | 16 | $313 | 0.00% | +16 | New |
| Nisa Investment Advisors, LLC | 13 | $254 | 0.00% | +8+160.0% | Added |
| Assetmark, Inc | 9 | $176 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $78 | 0.00% | −254−98.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $59 | 0.00% | +3 | New |
| True Wealth Design, LLC | 1 | $20 | 0.00% | −40−97.6% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −31,579−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,214−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −15,088−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −14,894−100.0% | Sold out |